-35.3%
KEEL vs BEN
+36.0%
-71.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +2.9% | -3.1% | +6.0% | +6.8% |
| 30D | +0.8% | +0.2% | +0.7% | +0.9% |
| 3M | -35.3% | +6.8% | -42.2% | -39.6% |
| 6M | +59.4% | +38.1% | +21.3% | +9.5% |
| YTD | +51.9% | +44.3% | +7.6% | -1.8% |
| 1Y | +75.0% | +42.6% | +32.4% | +14.4% |
| 3Y | +224.5% | +52.3% | +172.2% | +87.5% |
| All | -35.3% | +36.0% | -71.3% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling